City and office type
This list covers 11 multi family offices based in Houston. The profiles span several investment areas: private equity appears most often, while fixed income, hedge funds, public equities, real estate, investment management, and alternative investments also feature. Philanthropy appears as a focus as well. The range can help founders, fund managers, and researchers decide which firms merit closer review, while keeping in mind that a listed focus does not confirm appetite for a particular opportunity. Four offices disclose assets under management, so public AUM data is available for only part of the group. The profiles include offices founded between 1988 and 2024, with four founded after 2010. Use the table as a starting point to compare firm-level information and identify potential relevance before making a tailored approach.
Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
Sentinel Trust Company serves high-net-worth families with trust and investment services. Its stated investment areas include fixed income, hedge funds, private equity, public equities, and real estate.
FOCUS Wealth Advisors provides financial guidance and services to high-net-worth individuals, families and business owners facing financial transitions.
Galapagos Partners is an employee-owned multi-family office and investment advisory firm that provides financial management services to families.
Americana Partners Family Office Group is a multi-family office practice serving individuals and families with complex wealth. It coordinates investment management, estate planning, tax strategy, risk management, lending and family office structuring.
Sequent Asset Management is a multi-family office that works with families who own, have owned or plan to own a business.
Inscription Capital is a multi-family office providing investment access, planning, reporting and wealth management services. Its platform includes global partnerships and investment opportunities across markets.
Acropolis Capital Partners is a multi-family office serving families and business owners across wealth management needs. Its services include investment advisory, financial planning, risk management, estate planning, tax management, philanthropy and family governance.
Autumn Lane Advisors is a multi-family wealth management firm providing financial consulting and portfolio oversight. It also identifies and manages private investment opportunities for qualified investors.
KDK Private Wealth Management is a multi-family office providing wealth planning and investment advice to families. Its stated investment areas include public equities, fixed income and private investments.
McNair Interests is a multi-generational family office managing direct and passive investments across public and private markets.
Calderwood Family Office provides financial support services to affluent families. Its stated services include net worth and cash flow reporting, health insurance claims support, family meetings and charitable giving.
340 events hosted since 2007, from summits to small workshops.
It covers 11 multi family offices located in Houston.The profiles show public firm-level information, including office type and available investment focus details, so visitors can assess whether a firm may warrant further research.
Private equity appears most often, with 4 offices listing it as a focus. Fixed income, hedge funds, public equities, real estate, investment management, and alternative investments each appear for 2 offices. These categories describe recorded interests and do not establish that a firm is seeking a specific deal.
AUM is disclosed for 4 of the 11 offices. For the remaining profiles, the free page does not provide disclosed AUM data. Treat any available AUM as one comparison point and review the rest of each profile before assessing fit.
Start with a clear explanation of your business or fund, the investment category, your capital needs, and why the opportunity may fit the office's stated interests. Keep the initial note concise and specific. Confirm details through appropriate channels, since a listed focus alone does not indicate active interest or an open mandate.
The full list adds contact data, decision makers, and check size fields to support more targeted research and outreach planning. It can help you assess potential relevance and prepare a more informed approach. Requesting the list does not provide introductions or guarantee a response or investment.
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